Create a filter

1. Choose Project, Activities, then choose View, Filter By, Customize.
2. Click New, then type a filter name.
3. Click the Parameter field and select a data item.
4. Double-click the Is field to select a filtering criteria. Specify a value in the Value field.
5. To add multiple criteria to the filter, click Add. In the new row, click the Parameter field and select a value. Double-click the Is field and select a filter criteria. Specify a value.
   
   To review your filter criteria to eliminate redundancy, from the Display Options bar, choose Optimize.
   
6. When you are finished specifying filter criteria, click OK.

Notes

• New selection criteria enables you to select values within or outside a specified range. "Is within range of" enables you to select date or numeric items that fall within the specified range. "Is not within range of" enables you to select date or numeric items that fall outside the specified range.
• When you type a value for duration or units in the Value field, the value is entered into the database without being converted to hours. So, for example, if you enter 2d, the value stored is 2 days, not 16 hours. If you do not specify a unit when entering a value (for example, you enter 2 rather than 2d), the time unit defaults to the time unit specified in user preferences (User Preferences, Time Units tab).
• When connected to a P6 Professional database: If you are filtering by unit or duration field and the Use assigned calendar to specify the number of work hours for each time period checkbox is cleared (Admin Preferences, Time Periods tab), then filtering applies the unit or duration value based on the Admin Preferences hours per time period settings.

When connected to a P6 EPPM database: If you are filtering by unit or duration field and the Use assigned calendar to specify the number of work hours for each time period checkbox is cleared (Application Settings, Time Periods link in P6), then filtering applies the unit or duration value based on the Application Settings, Time Periods link, Hours per Time Period in P6.

If the checkbox is marked, then filtering applies the unit or duration values as follows: For a task-dependent activity, duration or unit values are applied based on the applicable global or project calendar; for a resource-dependent activity, duration or unit values are applied based on the resource calendar.

Tip

• To make this filter available to all users, select it, then click Make Global in the Filters dialog box.